Palisades Gold Radio

Stijn Schmitz welcomes back Adrian Day to the show. Adrian Day is the CEO of Adrian Day Asset Management and Manager of the EuroPacific Gold Fund. The discussion centers on the current state of gold, silver, and global commodities markets, with Day providing deep insights into current investment trends and opportunities. Day remains bullish on gold, citing historical market cycles and key buyers like central banks and Tether. He notes that central banks are actively diversifying away from the US dollar due to concerns about government profligacy and potential asset weaponization. The trend of dollar reserve reduction has been ongoing for years, accelerated by events like the confiscation of Russian central bank assets.

Regarding silver, Day sees potential but with more risks compared to gold. He highlights a genuine physical deficit in the silver market and increasing demand from sectors like solar panel manufacturing. However, he cautions that high prices might incentivize manufacturers to seek more efficient alternatives. In the broader commodity complex, Day finds significant value opportunities. He points out that commodities are trading near 100-year lows relative to financial assets, with underinvestment in sectors like oil, gas, and copper creating potential for price appreciation. He emphasizes the long lead times for new commodity projects and the challenges of rapidly increasing production.

Day’s investment approach focuses on global markets, with a current preference for reducing US exposure and exploring opportunities in markets like Britain, Singapore, and Hong Kong. He remains particularly interested in gold mining stocks, especially mid-tier producers in stable jurisdictions.

Timestamps:

00:00:00 – Introduction

00:00:50 – Bullish Case for Gold

00:01:58 – Gold Market Cycles

00:04:04 – Central Bank Buying Reasons

00:10:27 – Tether Gold Stablecoin

00:14:10 – Dollar Reserve Decline

00:18:08 – Gold Settlement Potential

00:22:33 – Silver Market Insights

00:30:20 – Commodity Value Opportunities

00:38:20 – Gold Mining Investments

00:45:24 – Other Commodities Analysis

00:50:53 – Oil and Gas Plays

00:53:52 – Concluding Thoughts

Guest Links:

Website: https://adrianday.com/

Adrian Day is considered a pioneer in promoting the benefits of global investing in the United Kingdom. A native of London, after graduating with honors from the London School of Economics, Mr. Day spent many years as a financial investment writer, where he gained a large following for his expertise in searching out unusual investment opportunities around the world.

He has also authored two books on the subject of global investing: International Investment Opportunities: How and Where to Invest Overseas Successfully and Investing Without Borders. His latest book, widely praised by readers, is Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks (Wiley, 2010). Mr. Day is a recognized authority in both global and resource investing. He is frequently interviewed by the press, domestically and abroad. He is a popular speaker and is frequently invited to lecture at financial conferences and seminars around the world. His pleasures include fine dining, reading (especially history), and the opera.

Stijn Schmitz welcomes the return of the Market Sniper himself Francis Hunt to the show. Francis is a Renegade Trader, Analyst, and the Founder of The Market Sniper. Hunt discusses the ongoing precious metals bull market, emphasizing that the current market is in the early stages of a significant economic transformation. He argues that the world is experiencing a fundamental shift away from fiat currency and towards sound money principles, with gold and silver positioned as critical assets for capital preservation. The discussion centers on the broader economic context of a debt and fiat bubble that is gradually collapsing.

Hunt suggests that we are witnessing a long-term process of monetary debasement that began with the establishment of the Federal Reserve in 1913. He believes the current economic environment is characterized by systemic fraud and manipulation, with central banks and governments actively working to obscure the true economic reality. Hunt is particularly bullish on gold and silver, projecting significant price increases in the coming years. He anticipates a potential gold-silver ratio reaching single digits, which would represent a dramatic shift from current levels. Moreover, he warns about the dangers of digital currencies and tokenization, viewing these as attempts to strip individuals of financial privacy and asset ownership.

Francis is critical of traditional investment assets like stocks and cryptocurrencies, arguing that they are fundamentally underperforming when measured against gold. He sees gold as the ultimate benchmark for preserving wealth during this period of economic transformation. Hunt also discusses potential opportunities in mining stocks, particularly silver miners, while cautioning about jurisdiction-specific risks. He recommends a diversified approach that includes physical precious metals, strategic mining investments, and potential options strategies. Ultimately, Hunt’s message is one of preparation and strategic positioning. He encourages investors to focus on capital preservation, understand the broader economic trends, and be prepared for significant market disruptions in the coming years.

Timestamps:

00:00:00 – Introduction

00:00:46 – Bull Market Confirmation

00:01:29 – Recent Gold Correction

00:08:19 – Technical Volatility Analysis

00:13:43 – Cross Currency Insights

00:20:45 – Fiat Debt Bubble

00:22:08 – Bitcoin Digitization Critique

00:27:30 – Silver Market Targets

00:28:24 – Nasdaq vs Gold Rebasement

00:37:04 – Timeline and Speed

00:42:36 – Miners Leverage Opportunities

00:48:56 – Concluding Thoughts

Guest Links:

X: https://x.com/themarketsniper

X: https://x.com/thecryptosniper

Website: https://themarketsniper.com

YouTube: https://www.youtube.com/user/TheMarketSniper

Francis is a trader, first and foremost. Unlike most educators in the trading space, Francis walks the walk and talks the talk, with 30 years of experience trading his personal capital on various markets and instruments. Through this passion for trading and his relentless study of markets and economic theory, he uses the Hunt Volatility Funnel trading methodology, a systemized approach, to answer the critical question: What is the next most profitable trade?

He believes the actual price of an asset is the most accurate reflection of all the factors that influence it. Practical technical analysis, the study of price action over time, is needed to formulate profitable trade ideas. Indeed, with all the market manipulation and high-frequency trading operations currently in play, technical analysis is all that can be relied upon when it comes to formulating future price trends. A trained eye can often spot such manipulative practices, as is the case with HVF traders. Therefore, the HVF methodology is based purely on technical analysis.

Francis is passionate about sharing his knowledge and understanding of markets by utilizing his HVF trading methodology. With entertaining anecdotes and the careful guidance of his students, he has already trained a large community of hundreds of traders and helped them transform from complete newbies to seasoned trading professionals.

He genuinely loves sharing his knowledge and strategies with others who are committed to finding freedom through trading. Plus, teaching strengthens his trading abilities while helping to build a vibrant community of successful traders.

Stijn Schmitz welcomes Simon Hunt to the show. Simon Hunt is Consultant on the Global Economy, China, and the Copper Industry. In this wide-ranging discussion, Hunt provides a comprehensive analysis of the current global geopolitical and economic landscape, focusing on the critical transition from a unipolar to a multipolar world order. Hunt argues that the United States is experiencing a significant decline, similar to historical imperial cycles characterized by military overextension, debt accumulation, and internal societal friction.

He suggests that the emerging BRICS alliance, led by Russia, China, and India, is fundamentally challenging American hegemony. The potential for conflict between these powers is high, with Hunt predicting a possible war between 2028 and 2030 unless Washington adapts to a multipolar framework. A significant portion of the discussion centers on potential geopolitical flashpoints, particularly in the Middle East. Hunt suggests that any conflict with Iran would be strategically complex, potentially involving Russia and China, who have recently signed a tripartite strategic alliance with Iran. He believes the United States is unlikely to launch an immediate attack, given the potential diplomatic and domestic political consequences.

The conversation also delves deeply into economic trends, with Hunt highlighting the ongoing de-dollarization process. He anticipates China will play a pivotal role in this transformation, potentially announcing a gold-backed currency and participating in the creation of a new BRICS currency called the “unit” as early as 2024. Hunt predicts the Dollar Index could halve in value by 2030, potentially driving gold prices to $10,000. Regarding economic outlook, Hunt expects a significant economic correction in the third or fourth quarter of this year, driven by slowing global liquidity, credit cycles, and what he describes as fundamentally false economic reporting in the United States.

Timestamps:

00:00:00 – Introduction

00:00:57 – Global Trends Overview

00:01:41 – Ukraine Conflict Analysis

00:03:09 – Geopolitical Alliances BRICS

00:04:54 – Empire Decline Cycles

00:06:29 – US Debt Overextension

00:09:03 – Energy Control Wars

00:11:30 – Iran Gulf Stakes

00:16:17 – Military Buildup Assessment

00:21:11 – BRICS De-Dollarization

00:27:10 – Gold Remonetization Strategy

00:34:39 – Silver Copper Outlooks

00:38:50 – Concluding Thoughts

Guest Links:

E-Mail: mailto:[email protected]

Website: https://simon-hunt.com/

Report: https://www.theinstitutionalstrategist.com/products-and-services/frontline-china/

Simon Hunt began his career in 1956 in Central Africa as a PA to the Chairman of Rhodesian Selection Trust, one of the two large copper companies in what was then Northern Rhodesia, now Zambia.

In 1961, he came back to London and joined Anglo American Corporation of South Africa as a PA to one of the Board Directors, followed by being part of a small sales and marketing team for copper. From there, he helped start up a new copper development organization, CIDEC, financed by copper producers, which he then joined, focusing on conducting end-use studies of copper in Europe.

He then went into the City to gain financial experience and founded Brook Hunt in 1975. He was instrumental in setting up the company’s cost studies and end-use analyses. Simon appeared as material witness and consultant in two ITC anti-dumping cases in 1978 and 1984, winning both at the commission level.

He has spent 2-4 months every year in China since 1993, and until a few years ago would be visiting some 80 wire and cable and brass mill factories across the country every year. He now restricts these factory visits to a smaller number, all of which he has known for many years. Simon also spends many weeks each year traveling around Asia.

The focus of the company’s services is on the global economy, including the changing geopolitical and financial structures, China’s economy and its copper sector, and then the global copper industry as each part is interconnected.

Simon is the author of the “Frontline China Report Service,” which is marketed by the TIS Group. The Service provides regular reports on China’s economy, politics, and financial outlook.

Simon established this company in January 1996.

Stijn Schmitz welcomes back Chris Vermeulen to the show. Chris Vermeulen is Founder & Chief Investment Officer, The Technical Traders. In this episode, Vermeulen provides a comprehensive insights into the current market landscape, focusing primarily on precious metals, equities, and broader economic trends. Regarding precious metals, Vermeulen describes the recent market as experiencing significant volatility, with gold and silver experiencing a massive rally followed by a sharp correction. He notes that while long-term trends remain bullish, short-term signals are mixed and uncertain. The market is currently in a “no man’s land” where investors are waiting to see whether metals will consolidate and launch another rally or experience a substantial pullback.

On equities, Vermeulen indicates that markets are precariously balanced. The S&P 500 is “clinging by a thread” to an uptrend, with the Nasdaq showing potential signs of breakdown. He observes that “smart money” is moving into defensive sectors like utilities and consumer staples, suggesting underlying market nervousness. Vermeulen’s investment approach emphasizes technical analysis and following price trends rather than attempting to predict exact market tops and bottoms. Currently, his strategy involves maintaining approximately 70% cash position and waiting for clearer market signals. He believes the market is primed for significant movement, whether upward or downward.

Regarding currencies, Vermeulen remains bullish on the US dollar, suggesting it could potentially rally 10-15%, which would put pressure on gold prices. He also highlights the importance of understanding currency movements as part of a comprehensive investment strategy. When discussing other asset classes like oil, copper, and uranium, Vermeulen sees similar patterns of uncertainty and consolidation. His overall message is one of patience: waiting for clear trends to emerge before committing capital, and prioritizing capital preservation over aggressive speculation.

Timestamps:

00:00:00 – Introduction

00:00:53 – Precious Metals Volatility Drivers

00:02:42 – Sector Upside Potential

00:05:42 – Technical Trading Philosophy

00:08:34 – 2007 Market Comparison

00:10:11 – Silver Leverage Play

00:14:03 – Fiat and Manipulation Concerns

00:16:32 – US Dollar Outlook

00:20:32 – Equities Market Trends

00:24:08 – Miners Lagging Analysis

00:25:49 – Oil Prices Update

00:29:25 – Copper Uranium Rundown

00:30:44 – Technical Traders Service

00:31:51 – Concluding Thoughts

Guest Links:

Website: https://thetechnicaltraders.com/

X: https://x.com/TheTechTraders

Chris Vermeulen is the Founder & Chief Investment Officer of The Technical Traders and the visionary mind behind Asset Revesting. In his book Asset Revesting – How to Exclusively Hold Assets Rising in Value, Profit During Bear Markets, and Continue Building Wealth in Retirement, he lays out this investment framework.

Chris launched his financial career at 16, parlaying his knack for trading and risk management into funding his final year of college, where he earned a business diploma in operations management. By his twenties, he had achieved financial independence as a full-time entrepreneur and trader. After a setback—blowing up a trading account—Chris dedicated himself to treating trading as a business, completing the Trading Strategy Mastery and Trading Is Your Business courses.

A technical analysis expert, he devises systematic methods to spot market opportunities and control portfolio risk, rejecting traditional buy-and-hold approaches that cling to depreciating assets. His efficient asset allocation models balance short- and long-term strategies to minimize drawdowns and consistently outperform benchmarks. Those seeking reliable capital preservation and growth turn to his proven techniques.

Stijn Schmitz welcomes Dr. Arthur Laffer to the show. Mr. Laffer is a Renowned American Economist and Best-Selling Author. In this wide-ranging discussion, Dr. Laffer provides deep insights into economic policy, drawing from his extensive experience as an economist and advisor to President Reagan. Dr. Laffer emphasizes the importance of five key pillars of economic prosperity: taxes, spending, monetary policy, regulatory policy, and trade policy. He argues that lower tax rates, spending restraint, sound monetary policy, minimal regulations, and free trade are essential for economic growth.

Reflecting on his work with Reagan, he highlights how reducing tax rates from 70% to 28% and implementing strategic monetary policies transformed the US economy. Discussing current economic challenges, Dr. Laffer is optimistic about the US economy. He addresses concerns about national debt, arguing that while the numbers appear large, they are not as dire as they seem when considering debt-to-wealth ratios and debt service costs. He warns against income redistribution policies, presenting a mathematical theorem that demonstrates how such transfers invariably reduce total economic production. On monetary policy, Dr. Laffer criticizes recent Federal Reserve approaches, advocating for a price rule similar to the gold standard. He sees gold and cryptocurrencies as refuges from poor monetary management, believing private market solutions can create more stable currencies. He’s particularly impressed with stablecoins like Tether and their potential to provide monetary alternatives.

Regarding global trade and geopolitics, Dr. Laffer advocates for peace through economic strength. He believes in free trade and mutual prosperity, arguing that countries should focus on becoming trading partners rather than adversaries. He’s critical of over-regulation and redistributionist policies in Europe and supports market-driven solutions to challenges like climate change. Throughout the interview, Dr. Laffer’s core message remains consistent: economic prosperity comes from creating incentives for production, minimizing government intervention, and allowing free markets to solve problems.

Timestamps:

00:00:00 – Introduction

00:00:49 – US Economy Strength

00:04:10 – Supply Chain Concerns

00:05:29 – China Trade Partnership

00:06:10 – Trump’s Reshoring Policies

00:09:02 – Globalization Perspectives

00:10:15 – European Economy Critique

00:12:13 – Monetary Policy Insights

00:16:45 – National Debt Analysis

00:25:50 – Unfunded Liabilities View

00:29:09 – Redistribution Theorem Explained

00:35:01 – Gold’s Safe Haven Role

00:38:46 – Peace Through Strength

00:45:05 – BRICS Currency Alternatives

00:49:25 – Tether and Gold

00:52:42 – Concluding Thoughts

Guest Links:

Website: https://laffercenter.org

X: https://x.com/LafferCenter

Amazon Book: https://tinyurl.com/4tdtp5pm

Widely known as the “Father of Supply-Side Economics,” Dr. Arthur B. Laffer is one of the most influential economic minds of the last century. He is best known for the Laffer Curve, a groundbreaking theoretical construct illustrating the critical tradeoff between tax rates and government revenue—an idea Time Magazine named one of the few advances that “powered the 20th century”.

Dr. Laffer’s career spans the highest levels of academia and public policy. He served as the first Chief Economist at the Office of Management and Budget and was a core member of President Ronald Reagan’s Economic Policy Advisory Board during both terms. His counsel was instrumental in triggering the global tax-cutting movement of the 1980s, advising leaders ranging from Margaret Thatcher to Donald Rumsfeld.

An alumnus of Yale and Stanford, Dr. Laffer held distinguished professorships at the University of Chicago, USC, and Pepperdine. Today, he is the Chairman of Laffer Associates, providing institutional research and consulting from his base in Nashville. A prolific author of works including The End of Prosperity and Trumponomics, Dr. Laffer continues to shape the global conversation on fiscal policy and market incentives.